EU-US Tariff Deal: Ursula Sings from the President’s Hymn sheet Investment Conclusion: Equity Markets will like the deal. It removes trade war uncertainty. But more for equities than any other asset class, the uncertainty about the hit to profits and discount factors... Read More

Shifting Sands Investment Conclusion The result of the Japanese election heralds a period of weak government at a critical time. That undermines the safe haven status of the Yen. The Yen long position in the Wealth Preservation Portfolio is being sold. A short... Read More